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AR/Collections Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Ramon

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Our client is looking for an AR/Collections Specialist who enjoys working with people and numbers. In this important role, you’ll help manage accounts receivable processes and lead collections activities to ensure customer invoices are paid on time. You’ll collaborate with various teams and connect directly with clients to resolve billing questions, negotiate payment arrangements, and keep accurate transaction records. The ideal candidate is detail-oriented, an excellent communicator, and enjoys a dynamic, fast-paced work environment.

Job Responsibility:

  • Conduct daily collection activities, reaching out to customers by phone, email, and written communication to resolve past-due accounts
  • Monitor aging reports and prioritize which accounts need attention based on risk and outstanding balances
  • Quickly research and resolve invoice or payment discrepancies for customers
  • Work closely with internal teams to address any billing issues or disputes
  • Negotiate payment plans and settlements with customers as necessary
  • Document all collection activity and communications in the ERP or accounting system
  • Provide regular updates to management on the status of outstanding receivables
  • Prepare and send delinquency notices or statements when required
  • Escalate complex collection matters to management or legal as needed
  • Assist with month-end closing and reconcile the accounts receivable ledger for accuracy
  • Support ongoing improvements to accounts receivable and collections processes
  • Follow company policies and compliance standards in handling customer and financial information

Requirements:

  • Previous experience in accounts receivable, collections, or similar accounting roles
  • Excellent organizational, problem-solving, and communication skills
  • Able to handle multiple priorities and meet deadlines
  • Comfortable with accounting software and proficient in Microsoft Excel
  • Strong accuracy and attention to detail
  • Customer service approach with a talent for building relationships with clients and colleagues
  • Associate’s or Bachelor’s degree in accounting, finance, or a related field is preferred
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
January 02, 2026

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